Professional Profile: Tom Tom, CIMC, CIMA
With over 40 years of experience, Tom specializes in guiding clients through comprehensive wealth management, retirement planning, and seamless legacy transition. He is renowned for his collaborative approach, strategically partnering with a client's accountants and attorneys to ensure a cohesive, tax-efficient financial strategy.
Core Specializations & Client Benefits
- Retirement Management: Navigating the four critical phases of retirement, focusing on wealth protection, growth, and sustainable distribution strategies.
- Income Strategy: Crafting tailored social security strategies and generating dependable, tax-efficient income streams designed to last a lifetime.
- Legacy Planning: Empowering families and business owners to secure their financial future and transcend their legacy through wise, intentional financial choices.
Industry Leadership & Credentials
- Certified Designations: Holds prestigious designations as a Certified Investment Management Consultant (CIMC) and Certified Investment Management Analyst (CIMA).
- Professional Leadership: Served as the Founding President of the New York Chapter of the Investments & Wealth Institute (formerly IMCA) and is a past President of The Wealth Advisor Institute.
- Licensing: Fully licensed with Series 7, 63, 65, and 24 securities licenses, as well as licenses for Life, Health, Property, and Casualty insurance, offering comprehensive risk management solutions.
Philosophy: Clarity and Continuity
A frequent guest speaker, Tom centers his practice around providing "clarity and continuity." He believes the foundation of success is a deep understanding of each client's unique goals, enabling him to chart a robust, concise path through their retirement years.
Beyond the Office
Tom has been married to Susan since 1989. They have three sons and three grandchildren. An avid "gym-rat," he maintains a rigorous workout schedule seven days a week at 5 a.m. When weather permits, he enjoys golfing at Spring Lake Golf Club.
One of Tom’s biggest passions is his volunteer work. For 15 years, Tom and his certified therapy dogs—all Nova Scotia Duck Tolling Retrievers—have visited patients and staff at hospitals and worked with special needs children at various schools and facilities. Currently, his certified dog Cooper is active, and Casey is in training to become his fifth therapy dog [https://www.nsdtrc-usa.org/].